Otckx.
MFS Meridian® Funds is established as one of the first fund families for investors outside of the United States. 1986. MFS® Municipal Income Trust is the first closed-end, high-yield municipal bond fund traded on the New York Stock Exchange. 1982. MFS is purchased by Sun Life Financial of Canada.
MFS Mid Cap Growth R6 (OTCKX) is an actively managed U.S. Equity Mid-Cap Growth fund. MFS launched the fund in 2013. The investment seeks capital appreciation. The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market ...MFS Mid Cap Growth Fund;R6 | historical charts and prices, financials, and today’s real-time OTCKX stock price.The investment seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds.If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor.Find the latest MFS Mid Cap Growth R6 (OTCKX) stock quote, history, news and other vital information to help you with your stock trading and investing.
MFS Mid Cap Growth R6 (OTCKX) Nasdaq - Nasdaq Delayed Price. Currency in USD Follow 2W 10W 9M 27.77 +0.16 (+0.58%) At close: 06:05PM EST Summary Chart Conversations Historical Data Profile...
OTCKX: MFS Mid Cap Growth Fund Class R6 - Fund Holdings. Get the lastest Fund Holdings for MFS Mid Cap Growth Fund Class R6 from Zacks Investment Research
OTCKX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%) Expense Ratio 0.67% 0.02% 18.45% 87.73% Management Fee 0.64% 0.00% 1.50% …MKVHX. 5.00%. MFS International Intrinsic Value R6. MINJX. 4.99%. MFS International Growth R6. MGRDX. 4.89%. View Top Holdings and Key Holding Information for MFS Aggressive Growth Allocation C ...Oct 31, 2023 · Parent. NAV / 1-Day Return 60.21 / 1.71 %. Total Assets 1.3 Bil. Adj. Expense Ratio 0.850%. Expense Ratio 0.850%. Distribution Fee Level Average. Share Class Type Retirement, Large. Category Small ... Weighted Average Market Cap. $20.1b. Weighted Median Market Cap. $15.9b. Number of Issues. 142. Active Share. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two.
DISCLOSURES. Effective after the close of business on September 29, 2023, Class R1 and R2 shares of applicable MFS funds will be closed to purchases from new eligible investors. Prospectus. Fact Sheet. US Equity. MCPRX. Daily Nav. $ 23.27. $0.13 As of 11/20/23.
Jan 20, 2023 · The MFS Lifetime target-date series benefits from the firm’s well-regarded fund lineup, and management has consistently carried out a long-term strategy that is competitive with industry peers ...
CSDIX - Cohen & Steers Real Estate Securities I - Review the CSDIX stock price, growth, performance, sustainability and more to help you make the best investments.The MFS OTCKX Mid Cap Growth Fund summary. See OTCKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.A high-level overview of MFS Mid Cap Growth Fund Retirement (OTCKX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, …MKVHX. 5.00%. MFS International Intrinsic Value R6. MINJX. 4.99%. MFS International Growth R6. MGRDX. 4.89%. View Top Holdings and Key Holding Information for MFS Aggressive Growth Allocation C ...GLOSSARY Beta is a measure of the tendency of securities to move with the market as a whole. A beta of 1 indicates that the security’s price will move with theOTCKX | A complete MFS Mid Cap Growth Fund;R6 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.
MFS Mid Cap Growth Fund Class R6 OTCKX Growth of a Hypothetical $10,000 Investment as of 01/31/2023 This fund has multiple managers, view OTCKX quote page for complete information. 20,000 30,000 40,000 $50,000 13 14 16 18 20 22 This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital3 Mar 2022 ... OTCKX. CUSIP. 552987554. Net Assets $MM. $16,223.00. Manager Names. Team Managed. Manager Tenure. 13.1 Years. Prospectus Exp Ratio. 0.66%. Cat ...View Top Holdings and Key Holding Information for MFS Aggressive Growth Allocation R2 (MAWAX).Nov 15, 2023 · NAV / 1-Day Return 57.20 / 0.07 %. Total Assets 9.0 Bil. Adj. Expense Ratio 0.580%. Expense Ratio 0.580%. Distribution Fee Level Average. Share Class Type Retirement, Large. Category Large Growth ... Find the latest performance data chart, historical data and news for MFS Mid Cap Growth Fund Class R6 (OTCKX) at Nasdaq.com.
Analyze the Fund MFS Mid Cap Growth Fund Class A having Symbol OTCAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.
Aug 17, 2023 · The four offerings that constitute the MFS target-risk series–Aggressive Growth Allocation, Growth Allocation, Moderate Allocation, and Conservative Allocation–feature a durable process and ... American Funds’ parent Capital Group announced that veteran manager Jonathan Knowles will step off American Funds New World on Jan. 2, 2024, and retire from the firm on April 1, 2024. Knowles ...OTCKX is a Mid Cap Growth mutual fund. These funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth ...MVCKX. 9.59%. MFS Research International Fund Cl R6. MRSKX. 8.06%. MFS International Growth Fund Cl R6. MGRDX. 5.10%. MFS International Value Fund Cl R6.This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same.MFS Mid-Cap Growth Fund Cl R6. OTCKX. 4.02%. MFS High Income Fund Cl R6. MHIKX. 3.99%. View Holdings As of 08/31/2023. MFS Conservative Allocation Fund;A mutual fund holdings by MarketWatch. View ...MLFHX - MFS Lifetime 2040 R3 - Review the MLFHX stock price, growth, performance, sustainability and more to help you make the best investments.You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio.MFS Mid Cap Growth R6 (OTCKX) is an actively managed U.S. Equity Mid-Cap Growth fund. MFS launched the fund in 2013. The investment seeks capital appreciation. The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market ...MFS Mid Cap Growth Fund (OTCAX, OTCJX, EAMCX, EBCGX, ECGRX, OTCBX, OTCCX, OTCIX, OTCGX, MCPRX, OTCHX, OTCKX), 1,598,314, 2021-02-28. Invesco QQQ Trust, Series ...
Expense Ratio 0.440%. Distribution Fee Level Average. Share Class Type Retirement, Large. Category Target-Date 2055. Investment Style Large Blend. Credit Quality / Interest Rate Sensitivity ...
Founded in 1924, MFS had nearly $256 billion in assets under management as of Jun 30, 2018. MFS deals in more than 60 portfolios, which invests in.
Below we share with you three top-rated MFS mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).Get the latest MFS Mid Cap Growth Fund Class R6 (OTCKX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment ...Summary. JPMorgan Mid Cap Growth will have a new lead manager in early 2024, but there is enough continuity and research support to make the offering worthwhile at the right price. J.P. Morgan ...Below we share with you three top-rated MFS mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).Feb 15, 2023 · MFEKX - MFS Growth R6 - Review the MFEKX stock price, growth, performance, sustainability and more to help you make the best investments. 3 M YTD 1 Y 3 Y $ Advanced Charting Compare Compare to Benchmark: DJIA S&P 500 GLOBAL DOW NASDAQ Compare to 1 Year Total Return (as of 11/24/23) OTCKX 10.75% S&P 500 15.11% Category 6.91%...Eric J. Braz, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). As a member of the portfolio management team of the MFS® Global Small-Mid Cap and MFS® US Mid Cap Growth strategies, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management.OTCKX has an expense ratio of only 0.81% compared with the category average of 1.20%. MFS Global Growth R6 MWOKX invests its assets mainly in domestic and foreign companies. MWOKX focuses on ...Founded in 1924, MFS had nearly $256 billion in assets under management as of Jun 30, 2018. MFS deals in more than 60 portfolios, which invests in.Jun 29, 2021 · MFS Mid Cap Growth R6. Boston, MA 2199. 111 Huntington Avenue,24th Floor. MFS Series Trust IV. 1-800-637-2929. MAAGX | A complete MFS Aggressive Growth Allocation Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.
Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor.The Fund seeks long-term growth of capital and current income. The Fund invests in other MFS funds with the following target allocations: 60% in U.S. stock funds, 30% in international stock funds ...The MFS OTCKX Mid Cap Growth Fund summary. See OTCKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Comanager Paul Gordon will retire from MFS Mid Cap Growth on April 3, 2023, but his departure does not affect the strategy’s Morningstar Analyst Ratingsof Silver and Bronze. Gordon took a ...Instagram:https://instagram. 2024 amgbest store to buy gold130 pointsomnipod stock If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor.otckx Daily Nav Daily NAV is the Net Asset Value per share determined using the amortized cost of portfolio securities rounded to two decimal places and is the price at which fund shares are transacted. crypto portfolio management software30 year municipal bond rates otckx Daily Nav Daily NAV is the Net Asset Value per share determined using the amortized cost of portfolio securities rounded to two decimal places and is the price at which fund shares are transacted.Weighted Average Market Cap. $20.1b. Weighted Median Market Cap. $15.9b. Number of Issues. 142. Active Share. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two. imperial oil stock Get the latest MFS Growth Fund Class R6 (MFEKX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions.Nov 24, 2023 · OTCKX: Manager & start date: Eric Fischman. 20 Nov 2008. Eric Braz. 30 Jun 2021. Pricing frequency: Daily: Total net assets: 11.80bn USD As of Oct 31 2023. Share ...